TAXES

Tax Refund Information

Click Here to check the status of your State Tax ReturnClick Here to check the status of your Federal Tax Return

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicatedthat filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled.

Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Tax Services

In addition to personal review, your tax return will be checked and rechecked by our computer software (Lacerte Tax Software) identifying potential problems the IRS may look at more closely and reviewing the math to limit IRScontacts.

Your tax return can be filed electronically so you can receive your refundback quicker.

Our staff will show you how to adjust your payroll withholding.

We will give you a sheet of commonly overlooked deductions to limit thefollowing year's tax liability.

Record Retention Guide

April 15 has come and gone; Another year of tax forms and shoeboxes full of receipts is behind us. What should be done with those documents after your check or refund is in the mail?

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the "three-year law" and leads many people tobelieve they're safe provided they retain their documents for this period of time.

However, if the IRS believes you have significantly underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go backsix years in an audit. To be safe, use the following guidelines.